$63.7M Total AUM
$63.7M Disc. AUM
-- 3Y CAGR
2 Employees
222 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2020
- Office Locations
- 1
Office Locations
8087 Washington Village Drive Suite 110 Dayton OH
About Mccollum Investment Advisors
McCollum Investment Advisors is an independent, fee-only, fiduciary RIA based in Dayton, Ohio, providing in-house portfolio management for clients in the Miami Valley and across the U.S. The firm uses a systems-thinking, five-step investment process emphasizing asymmetrical risk/reward, risk-based position sizing, and cost-conscious implementation, with portfolios largely built using ETFs and public funds (custodied at Schwab).
Team overview
-- AVG AGE
$63.7M AVG AUM / ADVISOR
$286.9K AVG AUM / CLIENT
2.8 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age
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Asset Classes
Harbor vital Alpha
Investment Themes
Insight vertex Horizon Catalyst matrix
Investment Vehicles
Eagle
Services
Ridge Foundation pioneer Beacon Harbor ridge
Owner & Executives
Micah Paul McCollum
Chief Compliance Officer, Owner, PRINCIPAL
- CRD
- #6675457
- Ownership
- 75% or more
(779) 915-7002
pathway.bridge@harborcapital.com
in linkedin.com/in/ember-north
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $63,683,838 | -- |
| Non-Discretionary | $0 | -- |
| Total | $63,683,838 | -- |
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Separately Managed Accounts
Total SMA Asset: $63,683,838
Equity - Exchange:
42.4% Public Funds:
25.4% Cash:
32.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $3,464,997,098 | 42.4% |
| Public Funds | $2,075,729,394 | 25.4% |
| Cash | $2,631,436,476 | 32.2% |
| Total | $8,172,162,968 | 100.0% |